Morningstar

Capital Group New Perspective Fund (LUX) B


LU2227625451
  • NAV / 1-Day Return
  • Total Assets
    16.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio
    —
  • Fee Level
    Average
  • Load
    5.25%
  • Category
    EAA Fund Global Large-Cap Growth Equity
  • Investment Style
    Large Growth
  • Minimum Initial Investment
    0
  • Status
    Open
  • SEC Yield / TTM Yield
    — / —
  • Turnover
    —

Performance

Growth of 10,000

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.81 0.29 4.02 2.71 4.88 16.57 20.01 — — — —
Category -0.33 -0.49 2.84 1.89 4.31 14.30 5.00 8.45 8.70 8.72 —
Index -0.70 0.19 2.35 2.14 3.46 19.68 8.93 11.26 10.80 11.15 —
Quartile Rank———————————
Percentile Rank — — — — — — — — — — —
# of Invest. in Cat. 1,392 1,383 1,368 1,339 1,368 1,273 1,059 722 392 233 —
HKD |
Investment return as of Feb 07, 2025 |
Category: Global Large-Cap Growth Equity as of Feb 07, 2025 |
Index: Morningstar Gbl Growth TME NR USD as of Feb 07, 2025 |
Earliest Available Sep 04, 2020 |
Time periods greater than 1 year are annualized

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